ELGETHUN CAPITAL MANAGEMENT
ELGETHUN CAPITAL MANAGEMENT (ECM) is a financial advisor firm that offers a range of services to help clients achieve their financial goals. With a team of experienced and knowledgeable financial experts, ECM provides personalized and comprehensive financial planning and investment management services to individuals and families.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning and investment management services
- Offers a range of financial services to help clients achieve their financial goals
- Has a team of experienced and knowledgeable financial experts
- Focuses on building long-term relationships with clients
Facts and Insights
ECM was founded in 2005 and has been in business for 15 years. The firm has a team of 5 advisors and currently manages $250 million in assets under management (AUM). With a client base of over 200 individuals and families, ECM has a strong track record of helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 5 | $250 million |
Financial Services Offered
ECM offers a range of financial services to help clients achieve their financial goals. These services include:
- Financial Planning
- Investment Management
- Estate Planning
- Retirement Planning
- Tax Planning
Client Types
ECM works with a diverse range of clients including:
- Individuals
- Families
- High Net Worth Individuals
- Business Owners
Fees & Compensation
ECM charges a fee based on a percentage of the assets under management. This fee structure aligns the advisor’s interests with the clients’ and ensures that the advisor is focused on helping clients grow their assets. The firm also offers a no-obligation initial consultation to potential clients, giving them the opportunity to discuss their financial goals and determine if ECM is the right fit for their needs.
Background
The advisors at ECM have decades of experience in the financial industry, with diverse backgrounds and areas of expertise. They are committed to ongoing education and stay updated on the latest financial strategies and industry trends. This enables them to provide clients with the most relevant and effective financial advice.
Financial Advisor Disclosures to Know
As a financial advisor, ECM is committed to transparency and providing clients with all the necessary information to make informed decisions. Some important disclosures to know include:
- All advisors at ECM are licensed and registered with the appropriate regulatory bodies.
- The firm has a clean disciplinary history and has not been involved in any disciplinary actions or lawsuits.
- ECM does not have any conflicts of interest or receive any compensation for recommending specific investment products.